Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

For licensed users of Accounting CS Workpapers

The Workpapers service enables you to store and manage workpapers electronically within Accounting CS, and much more.

Features & benefits

Record and reconcile differences between Adjusted Net Income and Tax Net Income by creating tax code adjustment entries directly to a tax code.

Make adjusting journal entries directly in the Enter Trial Balance screen and view their effects on the Trial Balance in real time.

Consolidate balances for selected clients into a single master client, by account number or by account grouping.

Attach notes to workpapers, folders, and engagements, and view them in the Notes portlet or the Notes List portlet within the Workpapers Dashboard. See Working with Notes for details.

Set up an unlimited number of signoff types, and sign off on workpapers either from the Engagement Binders Tree portlet or from the Workpapers List portlet.

Create customized Microsoft Excel workpapers by using the step-by-step instructions in the Add Workpaper wizard. See Add Workpaper Wizard for details.

Use the application's built-in PDF editor to make annotations (including stamps, highlights, and comments) directly in PDF workpapers.

Special information

Workpapers CS is sold on a per-seat basis (4 seats per bundle). One seat is assigned to each staff ID with the appropriate security privileges set up to work in assigned engagement binders.

As a best practice it is recommended that you create separate security groups (perhaps based on task) and assign the Administrator staff id to one staff member with all privileges, known as the product champion.